Financial reporting at the speed of business.
Fintravo turns raw ledger data into polished analysis, narrative, and board-ready deliverables — in minutes, not weeks. Built for the people who lead the numbers and the advisors they trust.
15-day trial · No card required · SOC 2 in progress
Any format, any source
QBO, Xero, Sage, NetSuite, Excel, CSV, or scanned PDF. Automatic account mapping and anomaly flagging before you see the first number.
Board-ready in minutes
Ratios, MD&A, footnotes, benchmarks, and slides — generated in your voice, your template, your brand. Nothing to reformat, nothing to re-key.
Provenance on every figure
Click any KPI, ratio, or narrative sentence to trace it back to the source ledger entry. Every AI-generated conclusion has a reasoning chain.
Everything from ingestion to insight — with the audit trail intact.
Ingest anywhere
Connect QBO, Xero, Sage, NetSuite. Or drop a trial balance from Excel, CSV, or scanned PDF. Automatic account mapping.
Analyze automatically
18 core financial ratios computed with period-over-period, budget-vs-actual, and peer benchmarks. Anomalies flagged in context.
Draft in your voice
MD&A, footnotes, and board narrative generated in your firm voice. Your redlines feed back into the voice model.
Present in your template
PowerPoint, Word, and PDF export in your brand. White-label deliverables that look like your team built them from scratch.
Prove every number
Every KPI, ratio, and AI-drafted sentence links to source. External-audit-ready. Peer-review-defensible.
Collaborate across roles
CFOs, controllers, advisors, analysts, and audit teams work on the same engagement — with role-based access and full change history.
Board-ready prose in your voice, with citations attached.
Fintravo drafts management discussion, footnote disclosures, and board narrative in a voice you shape and lock. Every claim links back to the underlying figure. Every sentence has an audit trail.
- Your firm tone, terminology, and hedging patterns learned from your prior work
- Track-changes workflow — redlines feed back into the voice model
- Inline citations from every claim to source ledger entry
- Per-partner or per-client voice locking
Total revenue for the fiscal year ended April 2026 grew 18.2% year-over-year to $5.2M, driven primarily by expansion of the wholesale channel and a full year of the reformulated single-origin line. Gross margin held steady at 62.1% despite input-cost pressure in Q2, reflecting disciplined pricing action and improved yield on the pilot roast program.
Five moves from raw ledger to shipped deliverable.
Trial balance to partner-ready presentation, with every number verifiable at every step.
Trial balance in.
Any format from any source. Automatic account mapping.
Ratios computed.
18 core ratios with period-over-period and benchmark context.
Narrative drafted.
In your voice. Every claim cited to source.
Package generated.
PowerPoint · Word · PDF in your brand.
Trail preserved.
Every figure traces to ledger. Every decision has provenance.
I spent fifteen years watching finance teams lose their best analytical hours to spreadsheet plumbing. Fintravo is the tool I wanted my team to have — so we could stop arguing about numbers and start arguing about strategy.
Jason Taylor, CPA · Founder & CEO, Integris AiQ (d/b/a Fintravo)
One tier for every stage of your practice.
Every plan includes unlimited engagements, unlimited clients, and all core features. No surprise seat charges.
Starter
Solo advisors & first-year teams
15-day free trial
- 5 uploads
- MD&A drafting
- Board reports
- Email support
Professional
Established teams ready to scale advisory
15-day free trial
- 25 uploads
- Everything in Starter, plus
- AI Video generation
- Priority-ready escalation
Enterprise
Multi-office practices & partnerships
15-day free trial
- Unlimited uploads
- Everything in Professional, plus
- Priority support
- Custom deployment options
- Dedicated success manager
See it work with your own numbers.
Book 30 minutes with our founding team. We'll walk you through Fintravo with your own trial balance — no slides, no gatekeeping, no follow-up pressure.
The most common ones.
Who is Fintravo built for?
Finance leaders and their advisors — CFOs, FP&A teams, controllers, financial advisors, venture analysts, fractional finance operators, and the CPA firms that support them. If you spend meaningful time turning ledger data into decision-ready analysis, Fintravo compresses that work into minutes.
How does Fintravo handle client data confidentiality?
Every engagement is isolated at the row-level with role-based access control. Data is encrypted in transit and at rest. We never train models on your data. Full data-processing agreement available on request.
How does the AI-generated narrative work with our voice?
You provide sample analysis from prior engagements. Fintravo learns your voice, terminology preferences, and hedging patterns. You can lock the voice per-partner or per-client.
Can I evaluate Fintravo against enterprise procurement requirements?
Yes — we provide SOC 2 Type II attestation (in progress), a security whitepaper, a completed CAIQ v4 self-assessment, and a template MSA / DPA. Our team will complete your organization questionnaire.
What happens to my data if I cancel?
Full export of all engagements, deliverables, and audit trails in standard formats (Excel, PDF, DOCX, JSON). Data retained for 90 days post-cancellation, then permanently deleted.
SOC 2 Type II
In progress · Q4 2026
Encrypted end-to-end
TLS 1.3 · AES-256
GAAP + IFRS aligned
Reviewed by practicing CPAs
Audit trail on every figure
Source-to-output provenance